Step 1. Take the Finance Health Check

The starting point - We provide a free service and compare over 30 lenders.

Step 2. Interview

The magic begins. We listen to your ambitions and financial goals then hunt down the most suitable product for your current needs and lifestyle.

Step 3. Solution

We present the most suitable product along with some other fitting options. Most importantly, we discuss the how and why behind our recommendation.

Step 4. Purchase

It's your time to shine, as you purchase your first home, next home or investment.

Step 5. Shaping Your Wealth

Let's grow. Now that you have activated equity, our Financial Planner will assess your situation and investigate the many possibilities you have to grow and prosper.

Step 6. Ongoing Education

We're constantly researching. New financial products are presented to us on a monthly, sometimes daily basis. We'll keep you in our thoughts and keep you up to date on the latest and greatest products

Step 7. Review

Things change. Your financial position, lifestyle and family often grow, so the cycle begins again. With access to over 800 financial products, we make sure that you're receiving the most suitable option for your needs and lifestyle.